Heritage Wealth Management - Wyoming (MI)

Fardin Chowdhury Had a great consultation session. Everything was clear and to the point.

Bob Brown Absolutely the best service you could imagine. I have been using their service since Jim purchased McMurray and have not had any bad experiences whatsoever. Always professional and very easy to work with. Never had an unanswered question. Highly recommend this company. Bob Brown

Nicholas Papasifakis As an estate planning attorney, I have been working with City Center Financials clients for over five (5) years. City Center is one of the best retirement planning firms in the industry, and our mutual clients have been very satisfied with their knowledge and expertise. City Centers staff is also very accommodating, pleasant and well-trained.

Keegan Moodt Thank you MDR Financial for the incredible service you guys have provided! From the moment I reached out to them, their team made me feel understood and supported throughout the entire debt relief process. They took the time to explain all my options, helped me understand how to regain control of my finances, and were with me every step of the way. Their professionalism and knowledge are top-notch. Thanks to their team I’m on the path to a debt-free future, and I can finally breathe easy again. I highly recommend MDR to anyone struggling with debt, their team is there for that and they do it well while making sure you feel well understood and represented.

Chelsea Johnson Called today to see what my options were with some debt that I have accumulated and spoke with Scott. He was so kind, considerate and incredibly helpful. If he was an indicator of the company than they are a truly wonderful company and resource.

Keri Fall Khadijah is very educated and always explains things in complete and full detail. She is great at listening and determining your true financial goal. She remains credible and I would highly recommend reaching out to see how she can help you achieve financial success!

Andrew Shulman The folks at the Detroit Carson office are incredible to work with and have managed my portfolio in a way I’m very satisfied with. Besides doing a great job managing my portfolio, they have been great with communication and explaining my investments to me. Very happy I made the move over to them.

Amjad Quadri A community pillar that us ready to help anyone.

Pat Naberhaus Tim and Nicki are great and very trustworthy. Have worked with them many years.